GGZPX Mutual Fund

NAV$23.70

Returns Overview

1 Month
+1.81%
3 Months
+6.88%
6 Months
+20.46%
YTD
+13.24%
1 Year
+17.51%
3 Years (annualized)
+21.18%
5 Years (annualized)
+16.73%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GGZPX have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+13.24%
Peer Avg (YTD)
+13.04%
vs Peers
+0.19%

GGZPX Mutual Fund Performance

GGZPX performance across multiple time periods: 1-month 1.81%, YTD 13.24%, 1-year 17.51%, 3-year 21.18%, 5-year 16.73%.

GGZPX returns outperform the peer average of 13.04% YTD. With an expense ratio of 0.56%, investors should weigh costs against performance when evaluating this mutual fund.

GGZPX performance comparison shows side-by-side returns with another fund. GGZPX alternatives are available in the Mutual Fund Screener.